Frank Patzke
CFP®, MBA
EP Wealth Advisors
Senior Wealth Advisor
Frank Patzke
CFP®, MBA
EP Wealth Advisors
Senior Wealth Advisor
Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Frank Patzke, CFP®, MBA
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Frank Patzke is a Palatine, IL fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Frank Patzke is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Frank Patzke initially joined a regional, boutique brokerage firm after earning his MBA in 1978. After 15 years there, he fulfilled his vision of serving those planning their financial futures when in 1996 he founded Guidant Wealth Advisors, which joined the EP Wealth Advisors family in 2019. Still serving many of his original clients today, Frank enjoys the process of developing strong financial plans and then managing those plans as clients move through various phases of their lives. He has always believed that successful wealth management begins with a trusted partner who welcomes an open dialogue about your goals, interests, aspirations and concerns, and is committed to educating, understanding and incorporating them into a financial plan that aligns with your specific circumstances. “One of the best days of my professional career came 26 years ago when we formally took on the role of Fiduciary for our clients.” Frank and his wife, Susan Carsello, have been life and business partners since 1989.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
Working Together
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
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Frank Patzke is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Frank Patzke is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Frank Patzke is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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EP Wealth - Awards and Recognition
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Frank Patzke is Mentioned on Wealth Adviser: "EP Wealth Advisors acquires Guidant Wealth Advisors"
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Frank Patzke is Quoted on FinancialAdvisorIQ: "EP Wealth Expands in Chicago with New Acquisition"
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Frank T. Patzke, CFP®, President of Guidant Wealth Advisors Receives the Women’s Choice Award for Financial Advisors
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Frank Patzke is Featured on InsuranceNewsNet: "Frank T. Patzke, CFP®, President of Guidant Wealth Advisors Receives the Women’s Choice Award for Financial Advisors"
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Frank Patzke is Quoted in InvestmentNews: "Attracting female clients, employees: It’s not all about gender, so don’t forget about chemistry"
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Frank Patzke is Featured on Patch.com: "Frank Patzke Becomes a Member of the Financial Services Institute"
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Frank Patzke is Quoted on Press Release: "Guidant Wealth Advisors Recognized by Leading Financial Advice Industry Media as Top Wealth Management Firm"
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Frank Patzke Featured on Press Release "Chicago-Based Financial Advisor Frank Patzke Earns Retirement Management Analyst(sm) Designation"
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Frank Patzke is Interviewed on Business First: "INVESTING 101: TALKING TAXES"
Contact Frank Patzke
Office Locations:
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35 West Slade Street
Palatine, IL 60067
